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QuickBooks is one such accounting platform that offers accounting and finance services to small and medium-sized firm. As we all know setting up the accounting books for your business or firms can be quite overwhelming. Unless you have prior bookkeeping or accounting knowledge, you will need some assistance getting started with QuickBooks software. In this blog, we are providing the step-by-step course on how to setup QuickBooks Account for the beginners like you.

QuickBooks Account Setup (Step-By-Step)

In QuickBooks, you can set up an account for each location where your money is stored. Follow the below-guided steps to complete the QuickBooks setup process with no worries.

Once you select the account type, click on the Continue button to proceed further.

Enter the new QuickBooks account details, as under:
o Click on the subaccount box if it's a child account.
o From the drop-down menu list, select the parent account.

At last, select Save and Close to finish the new QuickBooks account setup.

And this is how you can activate QuickBooks account by implementing these simple steps. However, if you want to edit an existing QuickBooks account then follow the on-screen prompt instructions as guided below.

Steps on Edit An QuickBooks Account

By following these steps, you can easily edit an existing QuickBooks account and run the software with consummate ease.

To begin with the steps, go to the Lists option presented at the top menu of your QuickBooks accounts screen.

After this, select the option which says “Chart of Accounts”.

Now, in the next step, right-click the account that you want to edit.

You will be prompted to a new screen, where you need to select the Edit account option to make all the necessary changes in your QuickBooks account.

Finally, select Save and close to complete the process.

Lojiqbooks is an accounting agency providing accounting and financial services including Payroll Services, Bookkeeping Services, Bank Account Reconciliation, Tax Preparation using industry's best tools like QuickBooks® and Xero®. We don’t claim any association to the official representative team of Intuit® QuickBooks® and Xero®.